Instant Lead Alerts with Python and Flask

Time to read:

January 10, 2017
Written by
Jose Oliveros
Contributor
Opinions expressed by Twilio contributors are their own
Reviewed by
Andrew T. Baker
Twilion
Paul Kamp
Twilion
Kat King
Twilion
Stephanie Marchante
Twilion

instant-lead-alerts-python-flask

You probably already have landing pages or product detail views in your web application which you're using to generate some excellent leads for your business.  Would you like to let the sales team know when you've got a new qualified lead?

In this tutorial, we'll use Twilio Programmable SMS to send a message when a new lead is found for a Python and Flask application.

We'll be implementing instant lead alerts for a fictional real estate company.

We'll create a landing page for a new house on the market and notify a real estate agent instantly when a potential customer requests information.

Learn how Porch uses Twilio SMS to send home contractors instant alerts when they are selected for a new project.

Let's see how it works!

Populate a Landing Page

To display a landing page for our house, we first need to add some data so the customers can see if it's a good fit.

For demonstration purposes we've hard-coded a dictionary containing information we need.

Editor: you can clone the repo from this migrated tutorial at https://github.com/TwilioDevEd/lead-alerts-flask/

from lead_alerts import app
from flask import flash, redirect, render_template, request
from twilio.base.exceptions import TwilioRestException


from .services.twilio_service import TwilioService

@app.route('/')
def index():
    house = {
                'title': '555 Sunnybrook Lane',
                'price': '$349,999',
                'description':
                    'You and your family will love this charming home. ' +
                    'Featuring granite appliances, stainless steel windows, and ' +
                    'high efficiency dual mud rooms, this joint is loaded to the max. ' +
                    'Motivated sellers have priced for a quick sale, act now!'
            }
    return render_template('index.html', house=house)

@app.route('/notifications', methods=['POST'])
def create():
    house_title = request.form["house_title"]
    name = request.form["name"]
    phone = request.form["phone"]
    message = request.form["message"]

    twilio_service = TwilioService()

    formatted_message = build_message(house_title, name, phone, message)
    try:
        twilio_service.send_message(formatted_message)
        flash('Thanks! An agent will be contacting you shortly', 'success')
    except TwilioRestException as e:
        print(e)
        flash('Oops! There was an error. Please try again.', 'danger')

    return redirect('/')

def build_message(house_title, name, phone, message):
    template = 'New lead received for {}. Call {} at {}. Message {}'
    return template.format(house_title, name, phone, message)

Let's look at how to render the page next.

Render a Landing Page

In our template we insert data about the house and in a sidebar we'll include a form for our home-shopping user.

Here an interested shopper would enter their contact information to request more info about the home.

<!DOCTYPE html>
<html>
<head>
    <meta charset="utf-8" />
    <meta name="viewport" content="width=device-width, initial-scale=1.0">
    <title>Lead Alerts</title>

    <link href="//maxcdn.bootstrapcdn.com/bootstrap/3.3.6/css/bootstrap.min.css" rel="stylesheet">
    <link href="//maxcdn.bootstrapcdn.com/font-awesome/4.5.0/css/font-awesome.min.css" rel="stylesheet">
    <link href="/static/stylesheets/main.css" rel="stylesheet">
</head>
<body>
    <div id="main" class="container">
        {% with messages = get_flashed_messages(with_categories=true) %}
            {% if messages %}
                <div class="alert alert-{{ messages.0.0 }}" role="alert">
                    <button type="button" class="close" data-dismiss="alert" aria-label="Close">
                        <span aria-hidden="true">&times;</span>
                    </button>
                    {% for category, message in messages %}
                        {{ message }} </br>
                    {% endfor %}
                </div>
            {% endif %}
        {% endwith %}
        <div class="row">
            <div class="col-sm-8">
                <h1>{{house.title}}</h1>
                <h3>{{house.price}}</h3>
                <img src="/static/images/house.jpg" alt="House" />
                <p>{{house.description}}</p>
            </div>
            <div class="col-sm-2 demo">
                <h4>Talk To An Agent</h4>
                <p>
                    A trained real estate professional is standing by to answer any
                    questions you might have about this property. Fill out the form below
                    with your contact information, and an agent will reach out soon.
                </p>
                <form action="/notifications" method="POST">
                    <input type="hidden" name="house_title" value="{{house.title}}" />
                    <div class="form-group">
                        <label for="name">Your Name</label>
                        <input type="text" id="name" name="name" class="form-control" placeholder="John Appleseed" />
                    </div>
                    <div class="form-group">
                        <label for="phone">Your Phone Number</label>
                        <input type="text" id="phone" name="phone" class="form-control" placeholder="+16512229988" />
                    </div>
                    <div class="form-group">
                        <label for="message">How can we help?</label>
                        <input type="text" id="message" name="message" class="form-control" />
                    </div>
                    <button type="submit" class="btn btn-primary">Request Info</button>
                </form>
            </div>
        </div>
    </div>
    <footer class="container">
        Made with <i class="fa fa-heart"></i> by your pals <a href="http://www.twilio.com">@twilio</a>.
    </footer>
    <script src="//code.jquery.com/jquery-2.1.4.js"></script>
    <script src="//maxcdn.bootstrapcdn.com/bootstrap/3.3.6/js/bootstrap.min.js"></script>
</body>
</html>

Next, let's see how to initialize our Twilio Client for use later on.

Initialize the Twilio REST API Client

Now we need to create an authenticated Twilio REST API client that we can use anytime we need to send a text message.

We initialize it with our Twilio Account Credentials stored as environment variables.  You can find the Auth Token and Account SID in the console:

Account Credentials

 

from lead_alerts import app
from twilio.rest import Client

class TwilioService:
    client = None

    def __init__(self):
        # Find these values at https://twilio.com/user/account
        account_sid = app.config['TWILIO_ACCOUNT_SID']
        auth_token = app.config['TWILIO_AUTH_TOKEN']
        self.client = Client(account_sid, auth_token)

    def send_message(self, message):
        agent_phone_number = app.config['AGENT_PHONE_NUMBER']
        twilio_phone_number = app.config['TWILIO_PHONE_NUMBER']
        self.client.messages.create(to=agent_phone_number,
                                    from_=twilio_phone_number,
                                    body=message)

Next up, let's see how to handle an incoming lead.

Handle the POST Request

This code handles the HTTP POST request triggered by the user from our landing page.

It uses our TwilioService class to send an SMS message to the real estate agent's phone number, which is also set as a environment variable. We include the lead's name, phone number, and inquiry directly in the body of the text message sent to the agent.

Now the agent has all the information they need to follow up on the lead!

from lead_alerts import app
from flask import flash, redirect, render_template, request
from twilio.base.exceptions import TwilioRestException


from .services.twilio_service import TwilioService

@app.route('/')
def index():
    house = {
                'title': '555 Sunnybrook Lane',
                'price': '$349,999',
                'description':
                    'You and your family will love this charming home. ' +
                    'Featuring granite appliances, stainless steel windows, and ' +
                    'high efficiency dual mud rooms, this joint is loaded to the max. ' +
                    'Motivated sellers have priced for a quick sale, act now!'
            }
    return render_template('index.html', house=house)

@app.route('/notifications', methods=['POST'])
def create():
    house_title = request.form["house_title"]
    name = request.form["name"]
    phone = request.form["phone"]
    message = request.form["message"]

    twilio_service = TwilioService()

    formatted_message = build_message(house_title, name, phone, message)
    try:
        twilio_service.send_message(formatted_message)
        flash('Thanks! An agent will be contacting you shortly', 'success')
    except TwilioRestException as e:
        print(e)
        flash('Oops! There was an error. Please try again.', 'danger')

    return redirect('/')

def build_message(house_title, name, phone, message):
    template = 'New lead received for {}. Call {} at {}. Message {}'
    return template.format(house_title, name, phone, message)

That's it! We've just implemented an application to instantly route leads to sales people using text messages.

Next, let's look at some other easy to add features for your application.

Where to Next?

We love Python here at Twilio - here are some other Python tutorials we've written:

Appointment Reminders

Learn to implement appointment reminders on your web app with Twilio, and cut down on the no-shows.

Two-Factor Authentication with Authy

Learn to implement two-factor authentication (2FA) on your web app with Twilio-powered Authy.

Did this help?

Thanks for checking out this tutorial! Let us know what you've built - or what you're building - on Twitter.

Related Posts

Related Resources

A newspaper article

Twilio Docs

From APIs to SDKs to sample apps

API reference documentation, SDKs, helper libraries, quickstarts, and tutorials for your language and platform.
An Open book

Resource Center

The latest ebooks, industry reports, and webinars

Learn from customer engagement experts to improve your own communication.
User group reactions

Ahoy

Twilio's developer community hub

Best practices, code samples, and inspiration to build communications and digital engagement experiences.